Strategist, Writer, Technologist, GFC 1 Survivor. Tweets about housing, mortgage finance, commercial real estate, macro and technology. Not investment advice.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @m3_melody to submit corrections.
The portfolios I review have largely tracked with large, industry data providers. What the industry sees for Aug reporting (will receive end of month Sept) may not be as drastic as what I am seeing but it ain’t good When the “doomer” is surprised, it is time to pay attention https://t.co/uHgraHRzIl
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